Historical trending analysis can help you prioritize by quickly identifying deals that may be at risk. For example, target the deals in your pipeline that have decreased in value since yesterday. You’ll need a historical trending report that gives you the deals whose value yesterday was greater than their value today.
|Available in: both Salesforce Classic
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To create, edit, and delete reports:||“Create and Customize Reports”|
Create an opportunity history report.
On the Reports tab, click New Report.
Under Opportunities with Historical Trending.
In order to see Opportunities with Historical Trending, turn on Historical Trend Reporting for Opportunities in the Salesforce Setup. To learn how to turn on Historical Trend Reporting for Opportunities, see Set Up Historical Trend Reporting in the Salesforce help.
For Show, select All Opportunities.
- Filter out any deal that wasn’t worth more yesterday than today.
- Click Add and select Historical Field Filter.
- Set Amount (Historical) to greater than.
- Set the last field to Field.
Here we’re choosing to compare the historical amount with whatever amount is in the Amount — Today column, and not with a specific amount.
- Click OK.
Click Run Report.
You’ve created a simple report that flags deals that have shrunk since yesterday. Note that all the results in the Amount — Today
column are shown in red, to indicate decreases in value.
To change the color-coding for amount changes, click the down arrow above the Change column and click Reverse Colors